Question 1

What is document chasing software for mortgage brokers, solicitors and conveyancers?

Accepted Answer

Document chasing software automates the repetitive admin of requesting and following up on missing documents from clients and third parties. CaseCaddy handles this for UK mortgage brokers, solicitors and conveyancers: chasing clients for payslips, bank statements and ID; chasing solicitors for outstanding searches and signed forms; and chasing lenders for mortgage offers and certificate of title, so property professionals spend less time on manual follow-ups and more time advising and completing.

Question 2

How does AI document chasing help mortgage brokers, solicitors and conveyancers?

Accepted Answer

AI document chasing automatically sends polite, escalating reminders for missing documents such as payslips, bank statements, proof of ID, signed forms and searches. The wording adapts based on how long an item has been outstanding, so brokers, solicitors and conveyancers never have to draft or remember to send a follow-up.

Question 3

Can this reduce the time spent chasing client documents?

Accepted Answer

Yes. By automating reminders and tracking outstanding items in one place, CaseCaddy removes the repetitive follow-up work brokers and admin teams do by hand, typically several hours each week across an active caseload.

Question 4

What mortgage documents can be tracked?

Accepted Answer

Any document you request, including payslips, bank statements, proof of ID, proof of address, proof of deposit, self-employed accounts, SA302s, mortgage statements, credit commitments and gifted deposit letters.

Question 5

Can clients receive automatic reminders?

Accepted Answer

Yes. Clients receive automated reminder emails on a schedule you control. Reminders stop automatically once all items have been received.

Question 6

How much does CaseCaddy cost?

Accepted Answer

CaseCaddy costs £39 per month for unlimited cases with every feature included. There are no per-seat charges, no hidden fees and no long-term contract. Cancel any time.

Question 7

Is CaseCaddy suitable for mortgage broker firms and admin teams?

Accepted Answer

Yes. CaseCaddy works for solo brokers, growing brokerages and admin teams, with shared visibility of every case and role-based access.

Question 8

Can solicitors and conveyancers use CaseCaddy?

Accepted Answer

Yes. CaseCaddy is used by solicitors and conveyancers to chase clients for ID, signed forms and supporting documents, and to chase lenders, estate agents and the other side's solicitor for outstanding items that are holding up a transaction.

Question 9

Can CaseCaddy chase solicitors and lenders, not just clients?

Accepted Answer

Yes. Any party in a transaction can be added as a contact to chase: clients, solicitors, lenders, estate agents or any other third party. Each party gets targeted reminders for the items they specifically need to provide.

Guides for mortgage brokers, solicitors and conveyancers

Mortgage Broker Chasing Email Templates: Copy, Adapt and Use

How to Chase Clients for Mortgage Documents Without Damaging the Relationship

How to Chase Solicitors for a Mortgage Offer: A Broker Guide

Conveyancer Client Chasing Software: What to Look For and How It Works

The Best Document Chasing Software for Mortgage Brokers in the UK

How to Automate Mortgage Document Collection: A Step-by-Step Guide

CaseCaddy vs Manual Document Chasing: What a Working Week Looks Like

Do You Need CaseCaddy If You Already Have a Mortgage CRM?

The Complete UK Mortgage Document Checklist (2025 Edition)

Let CaseCaddy handle the follow-ups for you